Impact Partnership Wealth’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,451	Closed	-$101K	–	983
2023 Q3	$101K	Buy	3,451 +881	+34%	+$25.9K	0.03%	320
2023 Q2	$76.6K	Buy	+2,570	New	+$76.6K	0.03%	217